Geneos Wealth Management’s Luminar Technologies LAZR Stock Holding History

Geneos Wealth Management’s Portfolio LAZR Stock Details LAZR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$674	–	2186
2023 Q4	$674	Hold	13	–	–	﹤0.01%	2060
2023 Q3	$910	Hold	13	–	–	﹤0.01%	2038
2023 Q2	$1.38K	Hold	13	–	–	﹤0.01%	1988
2023 Q1	$1.3K	Hold	13	–	–	﹤0.01%	1964
2022 Q4	$990	Hold	13	–	–	﹤0.01%	1965
2022 Q3	$1K	Sell	13 -175	-93%	-$20.9K	﹤0.01%	1946
2022 Q2	$17K	Hold	188	–	–	﹤0.01%	1753
2022 Q1	$44K	Buy	188 +54	+40%	+$11.8K	﹤0.01%	1441
2021 Q4	$33K	Buy	134 +129	+2,580%	+$32.3K	﹤0.01%	1657
2021 Q3	$1K	Sell	5 -3	-38%	-$794	﹤0.01%	2758
2021 Q2	$2K	Sell	8 -20	-71%	-$6.6K	﹤0.01%	2667
2021 Q1	$9K	Buy	28 +13	+87%	+$5.88K	﹤0.01%	2423
2020 Q4	$5K	Buy	+15	New	+$3.98K	﹤0.01%	2478

Other funds holding LAZR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VIP

Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's LAZR Position: Q1 2024 in Review

Geneos Wealth Management sold out of Luminar Technologies (LAZR) in Q1 2024, closing a stake of 13 shares — an estimated $674 sold.

Geneos Wealth Management first reported a position in LAZR in Q4 2020 and held it in 13 quarters. The position peaked at $44K in Q1 2022. 260 funds tracked by Wall St. Rank hold LAZR as of Q1 2024.

Geneos Wealth Management reported no remaining Luminar Technologies position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 13 Luminar Technologies shares in Q1 2024, an estimated $674.
Geneos Wealth Management first reported a position in Luminar Technologies in Q4 2020 and held it in 13 quarters.
Geneos Wealth Management's Luminar Technologies position peaked at $44K in Q1 2022.
260 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.